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Frequent Contributor

I have a brokerage account which includes a joint account. I wanted to Transfer Funds from a joint account to my wife's Roth.  Despite the fact that I have a total, and absolute, Power of Attorney, I could not do that because the USAA system will not allow me to put her Roth account on my Transfer list.  I have several other accounts that I can transfer money into and out of, but not this one. It was necessary for me to contact a brokerage representative and do it telephonically.

 

USAA, stop making your members jump thru hoops because you did not have the common sense to consider reasonable solutions to common problems.

1 REPLY

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@Skyhook, I thank you for sharing your concerns. I would be glad to send to the appropriate area for response. ~ Suzy